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BMBCX vs JAARX
BMBCX vs JAARX Comparison Chart in %
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BMBCX vs. JAARX commentary
Nov 14, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is BMBCX is a Hold and JAARX is a Hold.
FUNDAMENTALS
Fundamentals
BMBCX has more cash in the bank: 8.03B vs. JAARX (994M). BMBCX pays higher dividends than JAARX: BMBCX (3.05) vs JAARX (1.49). BMBCX was incepted earlier than JAARX: BMBCX (11 years) vs JAARX (14 years). BMBCX (1.89) is less costly to investors than JAARX (1.44). BMBCX is a more actively managed with annual turnover of: 242.00 vs. JAARX (24.00). BMBCX has a lower initial minimum investment than JAARX: BMBCX (1000) vs JAARX (1000000). JAARX annual gain was more profitable for investors over the last year : 6.03 vs. BMBCX (2.03). JAARX return over 5 years is better than : 23.66 vs. BMBCX (14.97).
| BMBCX | JAARX | BMBCX / JAARX | |
| Total Expense Ratio | 1.89 | 1.26 | 150% |
| Annual Report Gross Expense Ratio | 1.89 | 1.44 | 131% |
| Fund Existence | 11 years | 14 years | - |
| Gain YTD | 3.097 | 5.971 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.03B | 994M | 808% |
| Annual Yield % from dividends | 3.05 | 1.49 | 205% |
| Returns for 1 year | 2.03 | 6.03 | 34% |
| Returns for 3 years | 16.70 | 20.13 | 83% |
| Returns for 5 years | 14.97 | 23.66 | 63% |
| Returns for 10 years | 27.65 | 45.75 | 60% |